Whether they're part of a family fee aggregation group or hold an individual account, our CFS Edge fee calculator can be used to determine the total administration and account keeping fees applicable to your clients.
This includes whether they could benefit from scale and potentially pay a lower administration fee by linking multiple CFS Edge accounts within a family fee aggregation group.
Family fee aggregation
Your clients can link a number of accounts across CFS Edge Super, Pension and Investments with members of their family to create a family fee aggregation group (known as a family billing group in CFS Edge). Linked accounts can then take advantage of tiered administration fees which are applied proportionately across all linked accounts within a family group.
Harness the power of zero
The Accelerate Series lets you combine low-cost SMAs and sophisticated investment options in one single account, on one contemporary platform. Administration fee discounts apply to Accelerate 100 and Accelerate 30 SMA investments. If your clients are investing in Accelerate 100 and/or Accelerate 30 SMAs use the Accelerate Series fee calculator below to allow for administration fee discounts.
Keep fees under control
Our account keeping fee is capped at a flat-dollar amount of $300 per investor. Where your client holds multiple CFS Edge accounts (including Super, Pension and Investments), the account keeping fee will be charged at an investor level rather than for each account they own. This fee will be pro-rated across the accounts your client holds and charged monthly.
Where your client holds balances in eligible funds (funds with zero percentage Administration fee) in their CFS Edge account, the Administration fee applicable to their account may be lower than the fee produced in the above CFS Edge fee calculator. For further information please contact your local business development team or the Edge Support Team on 1300 769 619.
Talk to a BDM
To find out more about CFS Edge pricing, for assistance registering, or to receive a personal demonstration of our market leading solution.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36. Past performance is no indication of future performance.